Activate Zoho Flow through Zoho CRM button (Webhook)
Hello, Is it possible to activate a Zoho Flow with a Zoho CRM button via Webhook? If so, would it be by using a custom function or can I just use "invoke URL" ? Thanks! Vincent
Get CRM data center from Deluge function
Hello, I'm developing a Zoho CRM extension. This extension will be installed in multiple Zoho CRM data centers (.eu, .com etc...) I would like to know if there's a way to get the data center of the Zoho CRM where the extension has been installed in
Way to transfer or copy field contents to another field in the same module upon input?
For instance, I have a custom text field titled "estimate" and another field titled "Latest." I would like "latest" to update with whatever I put in "estimate." If I put down Estimate = 900, I wish to have 900 automatically entered on the "Latest" field
Automated Workflow Emails, No Attachment Option for Invoice Templates
You can send an invoice as an attachment to email recipients manually. Am I correct in saying that you can't send the same attachment when sending email templates automatically using workflow rules? Please tell me I'm wrong. I want to automatically send
How to convert a deal to a project
Is there a way to automatically convert a deal into a project once it is won/closed? Once we have won a deal, I would love a way to simply auto convert the won deal to a new project, so we can eliminate data entry time and decrease errors when transferring
[Update - June 2, 2021] Integration Tasks will Consume API Credits
Hi everyone! Here are a few updates to this post. Based on the feedback from the customers and partners, we have decided to postpone the inclusion of the integration tasks in API credits to August 31, 2021. We have started working on the below tool support:
Is possible to stop Save onBeforeMandatoryFormSave ?
Hi Team I need to stop the Save button on Mandatory Form, my client script is: nombre = ZDK.Page.getForm().getValues(); log(JSON.stringify(nombre)); var transObj = ZDK.Page.getBlueprintTransitions(); var Transicion = transObj[0].getName(); if (Transicion
Customer Experience Workshops are coming to Europe
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
CRM formula datecomp
Hi, we are currently using a formula in Zoho crm to calculate query response time. It looks as follows : Datecomp(${Marketplace - leads.First contact date & time},${Marketplace - leads.Creation time}) We want to make it so that the time only counts from
Please help me understand blueprint
Hey everybody no matter how hard I try I cannot get my head around blueprint. All I want to do is to have states I want tasks created and completed in between states as transitions. Example: not qualified Task: phone client auto email: welcome to my company
Incorrect Format of Home Currency
Hi, I'm using Zoho CRM where my Home Currency is set to Pakistani Rupee - PKR. When I go to General > Company Details > Currencies the format that is being showed is PKR 12,34,567 . Settings for this format are Symbol - PKR, Thousand Separator - Comma,
Form web prevent redirect
Im creating a web form, and ask me for redirect the lead after sign up, but i dont want to redirect. How can i prevent the redirect?
Whatsapp Integrations: not receive sms for confirm
Hello, I'm trying to configure Whatsapp Business with Zoho CRM, (I already did with zoho Form with any problems). I follow all the step but I don't receive the call or sms with code for confirmations. I try several time in the last 2 days with any s
Test the if a facein a photo is alredy in my contacts
Hello, I'd like to ensure that our partners don't create duplicate accounts. Although it may seem like a niche issue, it's important to address. Can Zoho AI(Detect Face or something else) be utilized to compare a newly uploaded photo against the face
Need more CRM Fields in Webhooks
Hello, we need more CRM fields in our webhooks. Is it somehow possible to achieve? These limitations are really disturbing.. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/webhooks-workflow#Recognize_Unsupported_
I can't convert a Lead to an Account
Hello, I just got a trial for Zoho CRM and I am so close to being set up, and I'd love to upgrade and use this moving forward. But I cannot seem to work out how to convert a Lead to an Account. Everything looks correct from the back-end, my Leads all
ZOHO CRM integration with affiliate marketing tools
Hi, Has anyone integrated ZOHO CRM with a 3rd party affiliate marketing platform? We are on the brink of choosing ZOHO CRM as our solution, and this is an important factor for us. Recommendations? Best, David
Change user field when changing another field
Hi there! I am trying to make a user field update when a user edits an open field, For example If I, Jhonny edited field A I want field B to change automaticlly to Jhonny so I will know who changed field A without relying on the timeline becasue it doesn't
Zoho CRM Community Digest - April 2023
Hello everyone! We have opened our registrations for the Zoho User Group (ZUG) Q2 meetups happening this May 2023. Don't forget to check out the ZUG Meetups section for more details. Now, let's explore what awaits you in this month's digest. Announcements:
Zoho CRM edit name of Attachments
Hi, I am looking for a way to edit the names of attachments in Zoho CRM as records are upserted from Zoho Forms. How can I edit attachment names? The way I would like to use it is to integrate Zoho Forms with Zoho CRM and have file upload fields in Zoho
Kaizen #85 - PHP SDK [Part II]
Hello everyone! Welcome to another week of Kaizen! In last week's post, we discussed in detail the configuration and initialization steps for PHP SDK. We will take you through sample codes for Record Operations this week, to help you get started with
Facebook and Twitter's organic leads
Why do Facebook and Twitter's organic leads generated in Zoho CRM have no contact information like email or phone? Can the contact infos be added automatically from their Facebook or Twitter account as they are created as leads?
Zoho CRM workflow.
Hello everyone I am a bit confused about this one. I made a function that I assign to a workflow that runs each time an Accounts is modified/created. The function is to take the account ID and fetch data from Zoho BOOKS and the contact module in the CRM.
How to send Quotes/Invoice as a PDF automatically.
For those who are finding the solution like me, Look up how to send pdf with mail merge You can send a mail with fields of your choice! You can watch this video for further clearance https://www.youtube.com/watch?v=yT7qqyyLuDg&t=699s There's a catch though...
Subscription
If I cancel my Zoho CRM subscription, can I still store data on the free service? Or pay to re-access instead of deleting?
Zoho CRM - Default User or 'All' for Email module on 'Related List'
Hi there, I don't seem to find an answer to this: is there a way to have 'all users' emails or emails from 'record owner' selected by Default on the Email module in the Related List for Leads/Contacts? At the moment, you have to go & select manually from the drop-down. Cheers!
NO "ALL EMAILS" VIEW OPTION IN ZOHO CRM
Amazingly, Zoho CRM does not have an "All emails" view option in any of its modules (companies, contacts, etc.). So there is no way to track the email history of clients, suppliers, etc. in one view. Instead, it forces me to individually check all email
Zoho User Group (ZUG) in-person Meetups - ANZ region
Hello everyone! We are thrilled to announce that the registrations are now open for the ANZ Meetups taking place in June 2023. Join us for an engaging day of discussions and networking. During this Meetup, we will discuss two main topics. The first topic
How can I see a list of all contacts, who didn't reply on my emails?
Each Contact has a module Emails and you can see whether this person reacted to your email or not, but how can I see a list of those contacts who didn't react to my emails? Is it possible to see it? We have a module Messages, but it's working only for
send a mail merge template by email when a record is modified
using crm for 7 months now. possible to have zoho automate the sending of an automated email merge using a mail merge template (that i use manually now) ? i'd like to have the system send the merge when a record is modified, or perhaps when a certain
Create Note from Deal Field
I'd like to create a Note (related list) whenever the Deal field named, Next Step, is edited. Exp a user updates the field named, Next Step to: 5/11/2023: Send contract for signature. The function would create a new Notes record.
Alert to user when custom button function runs
How does one alert a user of the result of a custom function which triggers via Button? I have Deluge code with a button at the View Record (not View List). openURL() does not work. Ideally there would be a standalone function that uses a single text
"Zoho CRM says 'required field not found'. Check the input for Product_Details and try again."
Has anyone else, randomly stated having this issue with the Quotes module today in Zoho Flow. Suddenly all my Quote-related flow's have stopped working with this error : Zoho CRM says "Zoho CRM says 'required field not found'. Check the input for Product_Details
Merge field connundrum
I'm looking for some assistance with an issue we have currently please. The example is. We have a deal with a picklist value to enable a choice of different websites - eg google.com, websitecom, madeupwebsite.com there are 20 choices in total. We also
My Team not able to access all contacts
Hi, My team has been given access to view all contacts available in Zoho CRM, but they are not able to view them. They are getting the message that (the record you are trying to access is not available), yesterday only we gave access to view all contacts
trigger Workflow to update field when other field is changed on Create
Hi! I'm trying to write a function to update "project id" field in Deals module. This id consists of such parts: year; group( which is q field value); index (will take the latest by the existing records); I wrote the function, which works fine in a debugger.
Focus Group Webinar: Zoho CRM Mobile App - A Walkthrough.
Hello everyone! Imagine how efficiently you could operate your business when you can access and manage customer information, initiate conversations via multiple channels and track them in CRM, while staying updated on important metrics in your CRM on
Help with my unattended records through time-tracking filters
Dear Zoho Support Team, I hope this email finds you well. I am writing to seek assistance in creating a new field in my Zoho CRM account that auto-calculates the time a lead spends unattended Currently, I have a sales cycle with 10 stages:The first two
Integrate Zoho login button with third party application
Hello, I'm having a problem with connecting an API to a third party application. Currently I'm trying to generate the authorization code for a CRM API but I'm struggling to figure out how to put the "Login with Zoho" button on the website that the documentation
Scheduling Monthly Revenue
How do you schedule monthly revenue for a single sales Opportunity/Potential? Ex. The Total Opportunity/Potential is $90k and the revenue will be earned/recognized over the next 3 months...$30k for October, $30k for November, $30k for December.
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